Christopher Gray is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining CUIS in 2022, he worked at Wells Fargo in various roles from 2013 to 2022. He also serves as an agent with SECU Life Insurance Company and provides financial advisory services to members of State Employees' Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and retirement planning focused on low-cost, index-based mutual funds and ETFs. The firm’s salaried advisers provide recommendations while clients retain final decision authority.

Kenneth Burgess Jr. is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Mansfield & Sons. Outside of his advisory role, he is involved in farming through Mansfield & Sons LLC in Camden, NC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Bardin is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he manages a rental property in Corolla, North Carolina. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Hughes is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining Cambridge in 2021, he worked at Lincoln Financial Securities Corporation for 13 years. Outside of his advisory role, Hughes serves as president of multiple insurance agencies and is a board member of a community organization. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent professionals and multiple account platforms.

Roxane Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is employed as a pool cleaner and also works in court reporting in Corolla, NC. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Christopher Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with Invest Financial Corporation. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by in-house research and a broad platform that accommodates multiple investment strategies and client needs.

Hong Mcgill is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2025, Mcgill worked at Oppenheimer, SunTrust Advisory Services, and Ameriprise Financial Services. Outside of advising, Mcgill manages McGill Investments LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.